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In 2025, there were multiple news stories (tariffs, US government ratings downgrade, US government shutdown and Fed independence) that depleted trust in US institutions, and I look at how that played out in bond, currency, precious metal & crypto markets. bit.ly/4q3y6SC
The bond market, where buyers are trusting governments not to default and to protect buying power (by controlling inflation), took the "loss of trust" new stories in stride, with US treasuries flat (20 & 30 yr) or lower (10 yr & below) for the year. bit.ly/4q3y6SC
One reason for rates not moving may be that the Moody's downgrade was not news to the market, which had already priced in that expectation, given that S&P (2011) and Fitch (2023) had downgraded earlier. The sovereign CDS spread for the US dropped in 2025. bit.ly/4q3y6SC
The 13th tribe of Jews (fake jews = Khazarians) import the Hindus to the EU.
The visible ongoing matter in the relationships on the street is dating Hindu males with Khazarian females.
Very soon Khazarians will have grandchildren, siblings, parents, and partners from Hindus:
The visible ongoing matter in the relationships on the street is dating Hindu males with Khazarian females.
Very soon Khazarians will have grandchildren, siblings, parents, and partners from Hindus:
This will be the Godly punishment for them since they will sink in shit because of their beliefs:
They try to destroy the Christian world and Christian families while they fall into their own trap.
Another punishment they encounter is the children they make from Turkish Khazarians. They will sink in their own trap.
Their trap targeted their own children and wives!
Another punishment they encounter is the children they make from Turkish Khazarians. They will sink in their own trap.
Their trap targeted their own children and wives!
Things I've learned becoming a dad at 40 years old:
1. Your health becomes the most important thing in your life. If you want a chance to see your kids grow up you need to take care of your body.
1. Your health becomes the most important thing in your life. If you want a chance to see your kids grow up you need to take care of your body.
2. Lifting weights becomes a non-negotiable. This will be the difference between independence and the nursing home.
3. You can be 40 years old and feel like in your 20s if you do the right things for your body.
4. You never know how important good health is until you lose it.
3. You can be 40 years old and feel like in your 20s if you do the right things for your body.
4. You never know how important good health is until you lose it.
5. Having children will light a fire under your ass and increase your capacity to earn.
6. Kids make you feel younger. The ability to see things through your child's eyes and how they embrace curiosity is a great way to ignite your desire to learn new things.
6. Kids make you feel younger. The ability to see things through your child's eyes and how they embrace curiosity is a great way to ignite your desire to learn new things.
Private equity firms claim they create value through "operational excellence."
Better management. Strategic repositioning. Margin enhancement.
Academic research says: 80% of PE returns come from leverage and multiple arbitrage.
Only 20% from actual operations.
Thread🧵
Better management. Strategic repositioning. Margin enhancement.
Academic research says: 80% of PE returns come from leverage and multiple arbitrage.
Only 20% from actual operations.
Thread🧵
When you strip away the marketing, PE's value creation formula is simple:
40% = financial engineering (leverage)
30% = multiple expansion (buying at 10x, selling at 14x)
10% = riding sector/market beta
20% = genuine operational improvements
40% = financial engineering (leverage)
30% = multiple expansion (buying at 10x, selling at 14x)
10% = riding sector/market beta
20% = genuine operational improvements
That 20% "operational improvement"?
It's usually low-hanging fruit that competent public company management could have implemented anyway:
Cost cutting
Supplier consolidation
Basic ERP systems
Not exactly rocket science.
It's usually low-hanging fruit that competent public company management could have implemented anyway:
Cost cutting
Supplier consolidation
Basic ERP systems
Not exactly rocket science.
Review paper.
At the center of Long COVID are three processes that reinforce each other -
persistent viral material, damage to the gut barrier, and chronic immune dysregulation. Together, they help explain why neurological and neuropsychiatric symptoms are so common and so persistent🧵
At the center of Long COVID are three processes that reinforce each other -
persistent viral material, damage to the gut barrier, and chronic immune dysregulation. Together, they help explain why neurological and neuropsychiatric symptoms are so common and so persistent🧵
Viral persistence.
In a subset of people, fragments of SARS-CoV-2 - especially spike protein - persist for months or even years after the acute infection.
These viral remnants don’t need to actively replicate. Their continued presence is enough to keep the immune system switched on, similar to what we see in chronic viral infections like HIV.
In a subset of people, fragments of SARS-CoV-2 - especially spike protein - persist for months or even years after the acute infection.
These viral remnants don’t need to actively replicate. Their continued presence is enough to keep the immune system switched on, similar to what we see in chronic viral infections like HIV.
The gut is a key driver.
SARS-CoV-2 infects intestinal epithelial cells, where ACE2 is highly expressed.
This leads to persistent gut dysbiosis, breakdown of epithelial tight junctions, and altered IgA/IgG coating of commensal bacteria - a clear sign of disrupted mucosal immune control.
SARS-CoV-2 infects intestinal epithelial cells, where ACE2 is highly expressed.
This leads to persistent gut dysbiosis, breakdown of epithelial tight junctions, and altered IgA/IgG coating of commensal bacteria - a clear sign of disrupted mucosal immune control.
Why we keep investing in things that are already hurting us -
The Sunk Cost Fallacy.
- Thread -
The Sunk Cost Fallacy.
- Thread -
The sunk cost fallacy is simple:
You keep going not because it’s good,
but because you’ve already spent too much to walk away.
Time.
Money.
Energy.
Emotions.
You keep going not because it’s good,
but because you’ve already spent too much to walk away.
Time.
Money.
Energy.
Emotions.
So you stay in the job you hate.
The relationship that drains you.
The routine that no longer fits.
Not because it works —
but because quitting feels like admitting failure.
The relationship that drains you.
The routine that no longer fits.
Not because it works —
but because quitting feels like admitting failure.
@RonFilipkowski 1).
„The EU and India concluded a free-trade agreement after almost two decades of negotiations, part of an effort to deepen economic ties that has gained momentum due to the @realDonaldTrump administration’s aggressive tariff policies.”
Jan. 27, 2026
„The EU and India concluded a free-trade agreement after almost two decades of negotiations, part of an effort to deepen economic ties that has gained momentum due to the @realDonaldTrump administration’s aggressive tariff policies.”
Jan. 27, 2026
@RonFilipkowski @realDonaldTrump 2).
@MSN (@Bloomberg @business) msn.com/en-us/money/ot…
@MSN (@Bloomberg @business) msn.com/en-us/money/ot…
@RonFilipkowski @realDonaldTrump @MSN @Bloomberg @business Please unroll @threadreaderapp. Thank you in advance 𓃠
Carvana: Bridgecrest and the Undisclosed Transactions and Debts
- Last year: both @HindenburgRes and @RealJimChanos lamented at the limited
transparency into $CVNA related parties, DriveTime and Bridgecrest.
- Last week: $CVNA refused to release financial details about DriveTime in a closely watched lawsuit against Carvana and its executives, alleging they carried out a fraudulent “pump and dump scheme”
- TODAY: We are releasing the DriveTime 2024 Annual Report and the GoFI LLC Annual Report we obtained via Freedom of Information Act request, along with our report.
for our full report, DriveTime's 2024 Annual Report, and GoFi LLC Annual Report
visit here: gothamcityresearch.com/post/carvana-b…
- Last year: both @HindenburgRes and @RealJimChanos lamented at the limited
transparency into $CVNA related parties, DriveTime and Bridgecrest.
- Last week: $CVNA refused to release financial details about DriveTime in a closely watched lawsuit against Carvana and its executives, alleging they carried out a fraudulent “pump and dump scheme”
- TODAY: We are releasing the DriveTime 2024 Annual Report and the GoFI LLC Annual Report we obtained via Freedom of Information Act request, along with our report.
for our full report, DriveTime's 2024 Annual Report, and GoFi LLC Annual Report
visit here: gothamcityresearch.com/post/carvana-b…
We can see why $CVNA wants to keep DriveTime in the shadows:
· DriveTime burned over $1 billion in cash from 2023-2024.
· Over $1 billion in debt, not contributions from Garcia, funded these losses.
· We believe DriveTime’s subsidies fuel over 73% of CVNA EBITDA.
· DriveTime is levered 20x-40x in 2023-2024. We estimate 2025 leverage remains elevated at 20x.
Bridgecrest instantly marked down its $5.9 billion loan book by -15% in 2024.
· DriveTime burned over $1 billion in cash from 2023-2024.
· Over $1 billion in debt, not contributions from Garcia, funded these losses.
· We believe DriveTime’s subsidies fuel over 73% of CVNA EBITDA.
· DriveTime is levered 20x-40x in 2023-2024. We estimate 2025 leverage remains elevated at 20x.
Bridgecrest instantly marked down its $5.9 billion loan book by -15% in 2024.
The following reverse pyramid depicts our thesis, along with the complex interplay between $CVNA ’s earnings and its related parties:
@ShuckEBean @TheDefiantGhost It amazes me how people still believe FB is a public company and not a 3 letter front.. SIMORP2.0
@ShuckEBean @TheDefiantGhost
@ShuckEBean @TheDefiantGhost
Poland has been celebrated as the conquered state for Hindus. In the temple they made for their holy ritual, Hindus used the flag of Poland as their emblem of their temple:
If you don't think the selection of the colors are random then you are racist! 😂
Multi-Culti is holy moly 🤣
Multi-Culti is holy moly 🤣
@ThreadReaderApp unroll
@grok
@grok
Brazil has always been the country of the future that never was. The Mission Party has a plan to build that promised future.
Here it is—and what the rest of the world can learn from it about political reform.
Read the new article by @RenanSantosMBL here (link below):
Here it is—and what the rest of the world can learn from it about political reform.
Read the new article by @RenanSantosMBL here (link below):
The unity and harmony needed to establish new foundations for dysfunctional societies are lacking around the world today.
In Brazil, the Mission Party is building a new political machine, from the ground up, to solve this problem. Link to article: palladiummag.com/2026/01/27/our…
In Brazil, the Mission Party is building a new political machine, from the ground up, to solve this problem. Link to article: palladiummag.com/2026/01/27/our…
The Mission Party was born from a decade of activism and critique of Brazil's own failed "uniparty," embroiled in corruption scandals and incompetence.
Bolsonaro, the famous right-wing populist, also failed to make a dent against this broken system.
Bolsonaro, the famous right-wing populist, also failed to make a dent against this broken system.
15 Russian aircraft eliminated. $1 billion destroyed.
Special forces of the Security Service of Ukraine’s Alpha unit struck Russian airfields with long-range drones, wiping out jets, helicopters, and fuel and ammo depots. — SBU.
1/
Special forces of the Security Service of Ukraine’s Alpha unit struck Russian airfields with long-range drones, wiping out jets, helicopters, and fuel and ammo depots. — SBU.
1/
The Security Service of Ukraine’s Alpha unit wiped out:
11 fighters and bombers (Su-30SM, Su-34, Su-27, Su-24, MiG-31),
3 helicopters (Mi-28, Mi-26, Mi-8),
1 An-26 transport plane).
Drones also ignited ammo and fuel depots.
2X
11 fighters and bombers (Su-30SM, Su-34, Su-27, Su-24, MiG-31),
3 helicopters (Mi-28, Mi-26, Mi-8),
1 An-26 transport plane).
Drones also ignited ammo and fuel depots.
2X
Source: t.me/SBUkr/16662
